Even the best international tax structures fail without emotional governance. Private wealth expert Charlie Sosna reveals how to fix governance pitfalls and secure your family legacy.

High-net-worth families often spend millions on complex trusts, tax structures, and international asset protection. Yet, even the most pristine estate plan can shatter if the human foundation underneath it fractures. When family succession ignores emotional dynamics, self-awareness, and relational health, financial wealth becomes a source of deep conflict rather than lasting stability.

In this episode of Safe Space, host Francesco Lombardo sits down with Charlie Sosna, Partner and Head of Private Wealth and Tax at Mishcon de Reya. Ranked by Chambers HNW as one of the world's leading private client advisors, Charlie brings decades of expertise navigating complex international tax matters, UK-US planning, and ultra-high-net-worth structures across the globe.

However, Charlie's deepest takeaway goes beyond numbers and legal agreements: structural planning is only half the battle.

We dive into the hidden pitfalls of governance, exploring why emotional intelligence and behavioral governance are the true keys to legacy preservation. Charlie shares how establishing clear roles, setting healthy expectations, and addressing unsaid family dynamics protect multi-generational continuity far better than legal trusts alone. Learn how to move past rigid corporate frameworks, cultivate genuine self-awareness within your family enterprise, and align your financial wealth with lasting emotional health.

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